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Defense Industry News 22 July 2025 - 10 October 2025

MP Materials Stock Skyrockets on Pentagon Deal and Apple Alliance – Rare Earth Boom or Hype?

Rare Earth Boom: MP Materials Stock Skyrockets on Pentagon Deal, China Curbs – Hype or Game-Changer?

China’s Rare Earth Stranglehold Sparks U.S. Action Rare earth elements – a group of 17 metals like neodymium, praseodymium, dysprosium, and terbium – may not be household names, but they are the lifeblood of modern tech and defense industries. They power the magnets in electric vehicle motors and wind turbines, enable the miniaturization of smartphones and precision-guided missiles, and are critical for…
10 October 2025
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BigBear.ai Stock Soars 80% in 2025 – Is This AI-Defense Gem the Next Big Thing?

BigBear.ai Stock Soars 80% in 2025 – Is This AI-Defense Gem the Next Big Thing?

BigBear.ai (NYSE: BBAI) is a “mission-ready AI” company focused on defense, national security and critical infrastructure Bigbear Bigbear. – The stock has been extremely volatile: after a rocky summer it jumped sharply in fall 2025, rising roughly 78–82% year-to-date (as of late Sep) and about 422% over 12 months ts2.tech. – As of Oct. 9, 2025, BBAI closed around $7.49…
10 October 2025
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Nuburu’s Blue Laser Revolution: Defense Pivot Propels BURU Stock to Skyrocket

Nuburu’s Blue Laser Revolution: Defense Pivot Propels BURU Stock to Skyrocket

Key Facts & Stock Snapshot (as of Oct 8, 2025) Company Background: From Blue Lasers to Defense Tech Pivot Nuburu’s Origins: Nuburu was founded in 2015 to develop high-power, high-brightness blue lasers for industrial applications Nuburu Nuburu. Blue lasers operate at shorter wavelengths than traditional infrared lasers, allowing much higher absorption in metals like copper, aluminum, gold, etc. The result is dramatically faster…
8 October 2025
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Blue Laser Pioneer Nuburu (BURU) Shines with Defense Pivot – Stock Soars & Key 2025 Insights

Blue Laser Pioneer Nuburu (BURU) Shines with Defense Pivot – Stock Soars & Key 2025 Insights

Stock Performance & Financials Nuburu’s stock has been on a rollercoaster in 2025, reflecting its high-risk, high-reward narrative. After spending most of the summer trading in the teens of cents, BURU exploded in late September and early October 2025 as the company rolled out its defense-tech gameplan. In the first week of October alone, the penny stock rallied about 78%, spiking from…
7 October 2025
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Lockheed Martin News Roundup (Oct 1–10, 2025): Defense Giant Navigates New Contracts, Space Ambitions, and Market Momentum

Lockheed Martin News Roundup (Oct 1–10, 2025): Defense Giant Navigates New Contracts, Space Ambitions, and Market Momentum

Key Facts (Oct 1–10, 2025) Corporate Announcements & Innovations Lockheed Martin kicked off October with key company news. On October 1, the firm announced a successful series of U.S. Army flight tests of its new Precision Strike Missile (PrSM) Lockheedmartin. In late September, soldiers at White Sands Missile Range fired PrSMs from both a HIMARS launcher and a modernized M270A2…
5 October 2025
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Rolls-Royce Soars to Record High: What’s Fueling the Unstoppable Rally?

Rolls-Royce Rockets 40%+ in 2 Years: Jet Engine Boom and £11B Submarine Deal Fuel Rally

Current Stock Performance (Oct 2025) Rolls-Royce shares are at multi‑year highs after a remarkable rally. On Oct 3, 2025 the stock was around 1,176.5p Reuters, near its all-time peak (1,196p) Reuters. This compares with only ~520p a year ago – a +124% gain Nasdaq. The 2‑year surge is roughly +400%, reflecting a turnaround since mid‑2023 Reuters. The stock trades at a…
3 October 2025
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Ondas Holdings Skyrockets into the U.S. Defense Drone Race – Is ONDS the Next Tech Titan?

Ondas Holdings Skyrockets into the U.S. Defense Drone Race – Is ONDS the Next Tech Titan?

Stock Performance Overview The stock chart above (Oct 1, 2025) shows high volatility and volume as ONDS reacted to corporate news. After climbing into the high-$7s in late Sept, shares fell ~5% on Oct 1 (closing $7.18 on ~40M shares) following the share offering announcement Investing. ONDS has experienced explosive growth: according to InvestingPro data, it “has surged over 460% in the past year” Investing.…
2 October 2025
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Defense Stock Plummets 19%: Why DroneShield’s Mega Crash Is All Over the Headlines (Plus EU’s ‘Drone Wall’ & ASML Boom)

Defense Stock Plummets 19%: Why DroneShield’s Mega Crash Is All Over the Headlines (Plus EU’s ‘Drone Wall’ & ASML Boom)

The Rise and Fall of DroneShield’s Stock DroneShield, headquartered in Sydney, specialises in technologies that detect and defeat unmanned aerial systems. Its DroneGun and DroneSentry products combine radar, radio‑frequency sensors and signal jamming to intercept drones without kinetic damage. Over the past year, geopolitical conflicts and high‑profile drone attacks have driven governments and critical infrastructure operators to invest heavily in…
2 October 2025
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DroneShield Stock Skyrockets 40%: What’s Behind the Surge and What’s Next?

DroneShield Stock Skyrockets 40%: What’s Behind the Surge and What’s Next?

DroneShield’s share surge comes on the heels of specific contract announcements and sales milestones. On September 17, 2025, DroneShield confirmed it had secured two new U.S. Department of Defense contracts totaling AUD $7.9 million for handheld counter-drone systems (mainly the RfPatrol) Channellife. The company also announced that its cumulative deployments had now passed 4,000 devices worldwide – a threshold underscoring the maturity and trust…
1 October 2025
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Stealth Revolution: Lockheed’s New Vectis Drone Poised to Redefine Air Combat

Stealth Revolution: Lockheed’s New Vectis Drone Poised to Redefine Air Combat

Lockheed’s “Vectis” – A New Era for Stealth Drones Lockheed Martin’s famed Skunk Works – known for iconic secret projects like the U-2 and F-117 – has lifted the veil on a new stealth drone that could revolutionize future air warfare. Dubbed “Vectis” (Latin for “lever,” reflecting the leverage it gives commanders Twz), the jet-black unmanned aircraft was unveiled ahead…
22 September 2025
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China’s J-35 Stealth Fighter: Inside the Navy’s New F-35 Rival

China’s J-35 Stealth Fighter: Inside the Navy’s New F-35 Rival

The J-35 naval variant traces back to the FC-31 “Gyrfalcon” program, with its first carrier-focused prototype flight in late October 2021 featuring enlarged folding wings, reinforced landing gear, and a catapult launch bar. By mid-2025, evidence indicates the J-35 naval version has entered low-rate initial production, with photos showing PLAN markings and serial numbers 0011 and 0012 on two examples.…
22 July 2025
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Stock Market Today

  • Australian Shares Slide 2% on AI Spending Concerns and Mining Sector Weakness
    February 6, 2026, 2:53 AM EST. The S&P/ASX 200 index fell 2% to 8,708, marking a one-month low amid a broad sell-off linked to anxieties over heavy artificial intelligence (AI) spending. The index dropped 1.8% for the week, its steepest weekly loss since November 2025. Local tech stocks plunged 3.4%, hitting more than two-year lows, pressured by large capital expenditure plans from U.S. tech firms. Key sector leaders Wisetech Global and Technology One each declined about 5%. The mining sector dropped 2.7% as gold miners fell 3.2%, with heavyweight miners BHP and Fortescue down 3.1% and 1.2%, respectively. A proposed merger between Rio Tinto and Glencore was called off after valuation disputes, ending plans for the world's largest mining company.
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